Manager of Trust Services

Aspire Legal Solutions•Orlando, FL

1d•Onsite

About The Position

MyLandTrustee.com is a growing land trust company in Orlando, Florida, providing trustee services. They operate under the Entrepreneurial Operating System (EOS) and value collaboration, creativity, accuracy, honesty, and humility. They offer a team-oriented, pet-friendly work environment. The Manager of Trust Services will lead the daily operations of the Florida land trust business, overseeing the entire trust formation lifecycle from client intake to post-formation administration. This role involves supervising the Trust Coordinator, partnering with the Managing Attorney for legal guidance, and reporting on business performance. It is a hands-on leadership position for someone who enjoys managing a transactional workload, leading a team, and driving operational and financial results in a professional services setting.

Requirements

Minimum 5 years of substantive experience in Florida real estate transactions, title work, closings, trust administration, or a closely related transactional environment (required).
Demonstrated experience leading, training, or supervising others in a transactional or professional services setting (required).
Working knowledge of Florida real estate practice, title and recording processes, and basic trust mechanics.
Strong attention to detail, organizational rigor, and ability to manage a high-volume caseload across multiple parties and deadlines.
Excellent written and verbal communication and a professional, client-ready presence.
Proficiency in Microsoft Office Suite.
Ability to handle highly confidential client information with discretion and sound judgment.
High school diploma required.

Nice To Haves

Experience with Clio, Lawmatics, or comparable legal practice management and document assembly software.
Familiarity with Florida land trusts under Fla. Stat. § 689.071 strongly preferred.
Bilingual (English / Spanish) preferred.
EOS knowledge preferred.
Associate’s or bachelor’s degree, paralegal certificate, or relevant coursework preferred.

Responsibilities

Own end-to-end execution of land trust matters, including intake, preparation of trust documents from firm-approved templates, signature coordination, funding, recording, and post-formation administration, under Managing Attorney direction for matters requiring legal judgment.
Maintain accurate trust records, schedules of beneficial interests, and trustee files in accordance with Company procedures and Florida land trust practices under Fla. Stat. § 689.071.
Coordinate with title companies, lenders, county recording offices, beneficiaries, attorneys, and other transactional parties to drive matters to completion.
Identify and implement workflow improvements; surface operational risks, document deficiencies, and process gaps to the Managing Attorney.
Directly supervise the Trust Coordinator.
Set day-to-day priorities, allocate workload, coach the team, contribute to hiring recommendations, and provide performance feedback.
Onboard and train staff on processes, templates, quality standards, and confidentiality requirements.
Track and report key performance indicators for the trust services function — matter volume, cycle time, revenue, margin, client satisfaction — and contribute to the firm Scorecard.
Own or contribute to assigned Rocks tied to the trust services line of business.
Provide recommendations on pricing, capacity, staffing, and scope of services for Managing Attorney approval.
Support business development by sustaining service quality and stewarding referral relationships with attorneys, title companies, lenders, and centers of influence.
Serve as a senior point of contact for trust services clients on status, next steps, and service questions.
Coordinate intake and matter routing with Aspire Legal Solutions, the Trust Coordinator, and outside professionals as appropriate.
Maintain a professional, client-ready presence on phone, video, and in person.
Maintain strict client confidentiality and uphold all Company privacy, data security, and conflict-checking procedures.
Route any matter involving legal advice, drafting outside of approved templates, conflicts, fee disputes, or unusual legal questions to the Managing Attorney for direction.